Money Management | Big Money Podcast
Scott Tully, General Manager of Investments at Colonial First State discusses the growing appetite for passive investing and some of the more sophisticated index funds that have begun to emerge.
Colonial First State offers a range of Index Single-Sector and Index Multi-Sector options. These options provide easy access to broad market exposure across major asset classes, while keeping fees low. Index investing does not seek to outperform the return of the index; the aim of an index fund is to provide a return that is the same as the return of the index before fees.
There are eight Index Single-Sector options, each investing in one major asset class:
Index Single-Sector options flyer
There are three Index Multi-Sector options, each investing in a range of asset classes:
Provides market exposure with the potential for lower turnover and costs than traditional active investment approaches
Our index funds total over $15 billion on behalf of Colonial First State’s members
Oversight from Colonial First State’s team of investment professionals, with stable management from the team’s inception
|Asset class||Profile & Commentary||Benchmark|
|Australian Bond||Colonial First State Wholesale Index Australian Bond||Bloomberg AusBond Composite 0+Yr Index|
|Global Bond||Colonial First State Wholesale Index Global Bond||FTSE World Government Bond Index (ex Australia), hedged to Australian dollars|
|Australian Share||Colonial First State Wholesale Index Australian Share||S&P/ASX 200 Accumulation Index|
|Global Share||Colonial First State Wholesale Index Global Share||MSCI World (ex Australia) Index|
|Global Share – Hedged||Colonial First State Wholesale Index Global Share – Hedged||MSCI World (ex Australia) Index, hedged to Australian dollars|
|Property Securities||Colonial First State Wholesale Index Property Securities||S&P/ASX 200 A-REIT Accumulation Index|
|Global Property Securities||Colonial First State Wholesale Index Global Property Securities||FTSE EPRA/NAREIT Developed Rental Index, hedged to Australian dollars|
|Global Listed Infrastructure Securities||Colonial First State Wholesale Index Global Listed Infrastructure Securities||FTSE Developed Core Infrastructure 50/50 Index, hedged to Australian dollars|
Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (Colonial First State) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. Colonial First State also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from colonialfirststate.com.au or by calling us on 13 18 36.
From time to time, Colonial First State enters into alliance partnerships with dedicated and experienced investment specialists. Each alliance represents an agreement for Colonial First State to provide third party distribution services within the Australian Financial Services intermediary market.